Essilor 是一家实力雄厚的公司；在股价回落至历史低位后，说话者建立了新的买入仓位。
逐段跳播
它的股价表现一直很波动，上下起伏。曾经有一段时间，第一副眼镜问世，箭头上升，而你已经选中了它，随后它就起飞了。现在，当我们看这张图时，看到了什么？
Its stock performance has been volatile, fluctuating up and down. There was a time when the first glasses appeared and the arrow rose, and you had already chosen it, then it took off. Now, what do we see when we look at this graph?
归根结底，Essilor 是一家非常有意思的公司。我知道大家的关注点一直在与 Meta 合作的眼镜上，但如果排除眼镜和 Ray-Ban 产品，他们在整个眼镜行业——包括镜片、镜架和零售门店——仍然占有约 25% 的市场份额。
我们仍然认为这是一家很棒的公司，而遗憾的是，股价已经回到了 20 世纪 80 年代初的同一价位，也就是我们两年前开始买入时的水平，所以我们又开始买入了。
Well, ultimately, Essilor is a very interesting company. I know the focus has been on eyewear with Meta, but if we exclude eyewear and Ray- Ban products, they still hold a market share of about 25% of the entire eyewear industry between lenses, frames and retail stores.
We still think it's a great company, and unfortunately, the stock has returned to the same price level as in the early 1980s when we started buying two years ago, so we started buying it again.
是的，它涨了。它到了 180，或者我也不知道，哦，它超过了 200。它在 200 以上。它涨到了 200 多。所以，在那之前我就买入了。我记得你当时在这里。你当时在谈论他。它涨了很多。现在，它处于下行趋势，而我认为你正在加仓。
Yes , it has risen. It reached 180 or I don't know, oh, it went over 200. It was above 200. It went up to more than 200. So , I bought it before that happened. I remember you were here.
And you were talking about him . He climbed a lot. Now, it is on a downward trajectory, and I think you are strengthening your position in it.
这个频道对 $EL 的历次判断
Schwab Network 在这只股票上只有这一条判断。